AdvisorEngine
We believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do. AdvisorEngine technology creates a unified experience across financial advisors, clients, and business management personnel. While our journey is in the early phases, we’ve already started turning our vision into reality. We have delivered a wealth management platform that enables financial advisors to deliver an engaging personalized client experience to drive growth and to operate at scale through smart automation. We have also completed four acquisitions and raised over $62 million in investor capital.
About the role We are a growth‑driven company looking for an energetic and engaging Senior Account Executive (Sr. AE) to sell our wealth management technology and TAMP platform to RIAs, Broker Dealers and Banks. The ideal Sr. AE will have a track record of managing full‑cycle opportunities that require prospecting, sales funnel management, presentations, product demonstrations, and complex sales management. This is an incredible sales opportunity for someone who has a passion to win, understands wealth management and turnkey asset management programs, is passionate about technology, and can creatively sell solutions to prospects and clients.
Responsibilities
Meet monthly sales goals by selling the company's wealth management and TAMP software solutions to Registered Investment Advisors, Independent Broker Dealers and Banks
Manage a robust sales funnel moving opportunities forward through consultative selling
Utilize company CRM database to document prospective client behavior and feedback
Consult with clients on their internal processes and challenge leaders to drive change across their organization
Have a deep/expert understanding of our software platform and the ability to effectively demonstrate its features compared to the competitive landscape
Required Skills & Experience
5+ years of experience in financial services
Experience selling wealth management, investment advisory and wealth technology solutions
Well‑developed organizational skills, with attention to detail
Ability to prioritize and maintain multiple client requests
Ability to describe and demonstrate the company’s solutions to potential clients
Commitment to provide an outstanding client experience
Effective and concise verbal and written communicator
Fast learner with the ability to learn new technology and platforms both internally and in the competitive ecosystem
Enthusiastic team‑centric personality
Desire to learn, grow and be coached
Tech savvy and proficient in both the Microsoft Office suite and G Suite
#J-18808-Ljbffr
About the role We are a growth‑driven company looking for an energetic and engaging Senior Account Executive (Sr. AE) to sell our wealth management technology and TAMP platform to RIAs, Broker Dealers and Banks. The ideal Sr. AE will have a track record of managing full‑cycle opportunities that require prospecting, sales funnel management, presentations, product demonstrations, and complex sales management. This is an incredible sales opportunity for someone who has a passion to win, understands wealth management and turnkey asset management programs, is passionate about technology, and can creatively sell solutions to prospects and clients.
Responsibilities
Meet monthly sales goals by selling the company's wealth management and TAMP software solutions to Registered Investment Advisors, Independent Broker Dealers and Banks
Manage a robust sales funnel moving opportunities forward through consultative selling
Utilize company CRM database to document prospective client behavior and feedback
Consult with clients on their internal processes and challenge leaders to drive change across their organization
Have a deep/expert understanding of our software platform and the ability to effectively demonstrate its features compared to the competitive landscape
Required Skills & Experience
5+ years of experience in financial services
Experience selling wealth management, investment advisory and wealth technology solutions
Well‑developed organizational skills, with attention to detail
Ability to prioritize and maintain multiple client requests
Ability to describe and demonstrate the company’s solutions to potential clients
Commitment to provide an outstanding client experience
Effective and concise verbal and written communicator
Fast learner with the ability to learn new technology and platforms both internally and in the competitive ecosystem
Enthusiastic team‑centric personality
Desire to learn, grow and be coached
Tech savvy and proficient in both the Microsoft Office suite and G Suite
#J-18808-Ljbffr